Investors Vote for Equities as Japanese Elections Near

Takeo Aso and Nicholas Davidson Current bearishness on the yen is reigniting investors’ interest in Japanese equities. In our view, yen weakness is likely to continue and may help boost the Japanese equity market, with undervalued companies poised to benefit most.

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Is Your Global Bond Fund Riskier than You Thought?

Global bond funds continue to attract strong inflows as near-zero interest rates lead many investors to look abroad for assets with attractive yields. As we’ve argued before, global bonds provide many important benefits, but it’s crucial that investors select the right type of fund.

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Asian Bonds: An Underappreciated Opportunity

With bond yields at historical lows and the risk-free status of many developed countries under question, many investors are looking to diversify the income stream in the defensive part of their strategies. So why are Asian ex Japan bonds typically so underrepresented in fixed-income portfolios?

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Time for Caution on “Dim Sum” Bonds

The fast-growing market in “dim sum” bonds has been an enticing choice for foreign investors with an appetite for assets denominated in China’s currency, the renminbi. But recent rule changes by Chinese regulators that open the market to further issuance may give investors a bellyache in the near term.

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